Anic Equity¶
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Total return since start: 0.55 %¶
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Equity now: -----------------------------> 47356.08 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45961.1 Kr¶
PnL: ---------------------------------------> -927.47 Kr¶
DD now: ---------------------------------> -2.619 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 15:39:08.292928'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.660000 | 3090.000000 | 163.000000 | 5.570000 | 2927.000000 |
| HEBA B | 70 | -0.500000 | 2775.500000 | 139.500000 | 5.290000 | 2636.000010 |
| HMS Networks | 2 | 16.770000 | 807.600000 | 134.600000 | 20.000000 | 673.000000 |
| SAAB B | 8 | 0.960000 | 3440.800000 | 63.800000 | 1.890000 | 3377.000000 |
| MedCap | 2 | 0.000000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.540000 | 394.100000 | 39.100000 | 11.010000 | 355.000000 |
| Boozt | 12 | 1.080000 | 1686.000000 | 32.000000 | 1.930000 | 1653.999996 |
| Corem Property Group B | 59 | -1.820000 | 605.930000 | 28.930000 | 5.010000 | 576.999999 |
| AcadeMedia | 12 | -1.150000 | 578.880000 | 21.880000 | 3.930000 | 557.000004 |
| Resurs Holding | 22 | -1.210000 | 594.660000 | 20.660000 | 3.600000 | 573.999998 |
| Intrum | 4 | 3.060000 | 546.400000 | 19.400000 | 3.680000 | 527.000000 |
| Nordea Bank Abp | 29 | 0.100000 | 3472.460000 | 18.460000 | 0.530000 | 3453.999992 |
| OEM International B | 7 | 1.170000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Eastnine | 4 | 0.480000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Swedbank A | 3 | -0.340000 | 577.800000 | 13.800000 | 2.450000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Securitas B | 6 | 0.150000 | 579.600000 | 9.600000 | 1.680000 | 570.000000 |
| Karnov Group | 9 | 0.670000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Norva24 Group | 16 | 0.760000 | 550.400000 | 7.400000 | 1.360000 | 543.000000 |
| CTEK | 13 | 1.500000 | 537.030000 | 3.030000 | 0.570000 | 533.999999 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.390000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.220000 | 534.000000 | 2.000000 | 0.380000 | 532.000000 |
| Creaspac SPAC | 6 | 0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Handelsbanken A | 5 | 0.140000 | 540.500000 | -5.500000 | -1.010000 | 546.000000 |
| Midsona B | 63 | 1.120000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| International Petroleum Corp. | 5 | 1.180000 | 559.000000 | -35.570000 | -5.980000 | 594.565215 |
| Essity B | 2 | -3.860000 | 537.600000 | -36.400000 | -6.340000 | 574.000000 |
| Vivesto | 1368 | 3.790000 | 553.770000 | -59.230000 | -9.660000 | 612.999432 |
| Essity A | 4 | -3.400000 | 1080.000000 | -69.000000 | -6.010000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.380000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Beijer Electronics Group | 26 | -8.940000 | 2860.000000 | -111.000000 | -3.740000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.960000 | 3598.000000 | -213.000000 | -5.590000 | 3810.999990 |
| OX2 | 18 | 1.220000 | 1420.200000 | -243.800000 | -14.650000 | 1663.999992 |
| Axfood | 13 | -3.160000 | 3463.200000 | -292.800000 | -7.800000 | 3756.000001 |
| Ovzon | 52 | 0.560000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45945.350000 | -943.220000 | -2.65178% | 46888.564618 |
Updated:¶
'2023-01-26 15:38:07.465508'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
